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Retirement Plans for Small Business Owners & Self-Employed Taxpayers: A Professional Practitioner's Guide
IRAs through solo 401(k)s — with Form 8881 built in.
About this title
The retirement-plan practitioner guide covering IRAs and Roth IRAs, SEP plans, SIMPLE plans, solo 401(k)s and employer plans, with special attention to Schedule C businesses, S corporations and partnerships. Covers deduction placement, contribution calculations, plan interactions, deadlines, and related forms. Form 8881 was absorbed into this guide as a major chapter and toolkit module rather than remaining a separate core book.
Form 8881 is a chapter and toolkit module here — not a separate core guide. A standalone Form 8881 Quick Reference & Worksheet Pack is available.
What it covers
- IRAs, Roth IRAs, SEP, and SIMPLE plans
- Solo 401(k)s and employer plans
- Schedule C, S corporation, and partnership placement
- Deduction placement and contribution calculations
- Plan interactions and deadlines
- Forms 8881, 5329, 3800, 5500-EZ, and 8606 support
Preparers also use
01
Form 1040 Individual Income Tax Preparation: A Professional Practitioner's Guide
The central individual-return manual — the hub volume connecting the specialty guides.
02
Form 1065 Partnership Tax Preparation: A Professional Practitioner's Guide
Partnership and multi-member LLC returns, start to K-1.
04
Form 1120-S S Corporation Tax Preparation: A Professional Practitioner's Guide
S-corporation preparation where preparer errors actually happen: basis, distributions, compensation.
More in Benefits, Compliance & Foreign Reporting
11
FBAR Compliance: A Professional Practitioner's Guide
Foreign account reporting: screening, aggregation, filing, controls.
12
Section 199A Qualified Business Income Deduction: A Professional Practitioner's Guide
QBI, SSTBs, wage/UBIA limits, aggregation, Forms 8995/8995-A.
13
Form 8867 & Paid Preparer Due Diligence: A Professional Practitioner's Guide
EITC, CTC/ACTC/ODC, AOTC, head-of-household — documented or penalized.